1. Sales Order Management Implementation Guide
  2. Understanding Approval Processing

Understanding Approval Processing

Approval processing is a workflow process that enables you to control whether manual changes to certain types of sales order information require approval. JD Edwards EnterpriseOne provides a default workflow process for sales order entry (JDESOCHNG), which you can customize to meet the business requirements.

You can activate approval processing through the Approval process required for Sales Order changes processing option in the P4210 program. However, to use approval processing, you must also activate the audit log.

When a user changes information for an existing sales order detail line, the system alerts the user in the P4210 program that the change must be approved before the order can be processed. The system uses the JDESOCHNG workflow process to:

  1. Place the order on hold.

  2. Send the approval request through the work center of the system to the person responsible as defined in the Order Hold Information program (P42090).

  3. Write a record of the order in the Held Orders table (F4209).

  4. Process the approval based on whether the change has been approved or rejected.

  5. Record the approval processing information in the Audit Log Transaction table.

After the change has been accepted or rejected, the system continues using the workflow process to remove the order hold and notify the user who initiated the change with a message in the work center of the system that indicates whether the change was accepted or rejected.

You can require approvals for manual changes to these types of information:

  • Transaction quantity

  • Price

  • Requested date

  • Promised delivery date

  • Payment terms

JD Edwards EnterpriseOne provides you with default code AH (Approval Hold), which is set up in UDC (42/HC), to use for approval processing. You can add other approval hold codes if you specify a special handling code of 1. If you want to use the default code, AH, verify these settings in the Order Hold Information program:

  • The person responsible for approvals.

  • Code type of L (line basis).

  • Limit type of A (amount).

If you must customize the workflow process, you must use the JD Edwards EnterpriseOne system Process Modeler tool.

See JD Edwards EnterpriseOne Tools Workflow Tools Guide.